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iShares 3-7 Year Treasury Bond ETF

664 hedge funds and large institutions have $10.3B invested in iShares 3-7 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 235 increasing their positions, 244 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+3
Holders Change %
+0.45%
% of All Funds
9.62%
Holding in Top 10
42
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10.64%
% of All Funds
0.61%
New
90
Increased
235
Reduced
244
Closed
75
Calls
$14.9M
Puts
$65.8M
Net Calls
-$50.9M
Net Calls Change
-$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
476
Sigma Planning Corp
Michigan
$300K +$10.3K +89 +4%
BB
477
Busey Bank
Illinois
$297K
SOS
478
Silver Oak Securities
Tennessee
$296K +$16.9K +146 +6%
RW
479
REDW Wealth
New Mexico
$294K
HIF
480
Hill Island Financial
Michigan
$290K +$22.9K +198 +9%
FAM
481
Forte Asset Management
New York
$290K +$290K +2,500 New
EWA
482
EP Wealth Advisors
California
$283K -$22.7K -196 -7%
EGA
483
E&G Advisors
Texas
$282K
MWM
484
Mittelman Wealth Management
Massachusetts
$274K +$274K +2,370 New
RFM
485
Royal Fund Management
Florida
$273K +$273K +2,359 New
AWA
486
Arkadios Wealth Advisors
Georgia
$273K +$56.2K +485 +26%
PWMG
487
Pioneer Wealth Management Group
Texas
$272K -$20.6K -178 -7%
IC
488
Innealta Capital
Texas
$270K -$34.9K -301 -11%
WAP
489
Wealthcare Advisory Partners
Pennsylvania
$270K -$492K -4,246 -65%
VWA
490
Visionary Wealth Advisors
Illinois
$269K -$56.2K -485 -17%
SLG
491
Stanley-Laman Group
Pennsylvania
$269K +$15.9K +137 +6%
C
492
Certuity
Florida
$265K -$9.27K -80 -3%
HIP
493
HUB Investment Partners
Texas
$265K +$2.43K +21 +0.9%
LCGC
494
Legacy Capital Group California
California
$263K -$16.1K -139 -6%
SP
495
Successful Portfolios
Florida
$262K -$8.11K -70 -3%
FUBT
496
First United Bank & Trust
Maryland
$261K -$9.61K -83 -4%
WA
497
Westfuller Advisors
New York
$256K +$256K +2,212 New
CWM
498
Connecticut Wealth Management
Connecticut
$255K -$197K -1,700 -44%
SFA
499
Sequoia Financial Advisors
Ohio
$253K +$253K +2,184 New
SFG
500
Sather Financial Group
Texas
$253K +$253K +2,184 New